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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,771 | $99,875+6.9% | $146,866-27.3% | $86,983+22.7% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.5%+18.9pp |
| Annual return | 13.52% | 28.10%-14.6pp | 102.85%-89.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $598 | $3,224-81.5% | $4,425-86.5% | $2,584-76.9% |
| Participant deferral / active EE | $4,223 | $6,322-33.2% | $7,759-45.6% | $4,194+0.7% |
| Admin fee / account holder | $4,327 | $7,838-44.8% | $13,620-68.2% | $7,856-44.9% |